Brighton, Michigan-August 1st, 2019
After 11 years of operating under the founder’s namesake, Brighton’s favorite financial group is being revamped!
Christopher J. Berry, known locally for his work with The Elder Care Firm and The CJ Berry Group, is renovating how we see financial services. Out with the old and in with the new, The CJ Berry Group is being renamed Castle Wealth Group to reflect the diverse staff and values they encompass.
As a holistic planning service, the company was looking for a name that reflected the whole picture. Castle Wealth Group will allow anyone, at just a quick glance, to better understand the company’s goals, services, and mission.
“We are excited for the change for a few reasons. First, it fits more into our branding of legal, financial and tax planning….really incorporating the estate planning into the financial and tax planning.” says Chris Berry, of the new Castle Wealth Group, “ Second, and most important, with the new name it shows that there is more than just myself; there is a whole team helping our clients achieve their goals.”
Castle Wealth Group, formerly The CJ Berry Group, is a fee-based financial advisor and wealth management firm that specializes in holistic wealth, estate and tax planning with the Trusted Counsel Advantage. For more information, please visit castlewealthgroup.com. For questions and inquiries please contact Castle Wealth Group at (844)-885-4200 or firstname.lastname@example.org.